Skip to main content

About your Search

20130113
20130121
Search Results 0 to 7 of about 8 (some duplicates have been removed)
down a little bit more during the course of 2013. but given the overall environment that we're in, the fact that securities are repricing at lower levels as we reinvest, the overall low rate of environment is not unusual. we do have offsets in our loan portfolio as our national strategic non-portfolio runs down or winds off. we have an opportunity to invest in higher yield customer oriented relationships, and so we think we've got some stabilizing forces. it's hard to tell exactly how the market reacted in one given day to our net interest margin. but we feel like we've had pretty good management of it and i'm optimistic we'll maintain some stability in a tough environment in 2013. >> your fee income did come in lower than expected, though, both capital markets and mortgage banking. is that just a one-time only? are we going to see a better series of numbers in 2013? >> well, yeah, capital markets is probably the big driver of any up or down movement in our fee income. the fourth quarter was an unusual quarter in a couple of ways. one, you had the impact of hurricane sandy where t
of capacity and given the macro environment, given the cannibalization that tablets are doing with the expensive notebooks and the road map that is questionable. >> is there a road map that you see that gets them into the tablet and mobile space in a better way? you look at what is happening to the stock of arm, look at the stock of qualcomm, and these guys are nowhere in the same arena. >> that's a good question. they have the road map to get in. will they have a position of dominance? being the same is not going to be enough, particularly given a lot of oems over many, many years being accustom to them being basically sole source or a dominant proprietary source when you have an alternative where you have a multi source solution, some suppliers that use their processing from a company called arm. so it's going to be very tough. you have to have significant advances for oems to use your product. i don't think they that. >> what does this say about hue yet pack yard? what does this say about the news about dell with a potential buyout? i assume what is happening at intel is ha
then suppliers, larger communities and the environment. they're all important. they all need to be taken into consideration. but i think the real secret sauce to a successful conscious business is prioritizing customers and employees. >> tom: one thing you have to deal with when talking about prioritizing customers is retail prices. food prices specifically. you deal with these every day directly. food inflation is moderated certainly from the big year-over-year increases we saw in 2011. it's been volatile though. so how do you deal with that for your stakeholders, for your customers? >> there's not-- honestly, there's not that much you can do about it because if your raw cost goes up, you sort of have to pass those on. and i mean i always think people misunderstand inflation because it's really just the currency depreciating and working its way out through all the different sections. if the federal government increases the money supply faster than productivity you're going to see inflation. and that's what we're seeing in food right now because the fed's been increasing the money supply
at dollar stores, you hurt these stocks. the low-ends retail environment is more competitive. they have to become more promotional, code word for more discounts. in order to hold their own, they vo have to put real pressure on margins. the higher payroll taxes on consumers, it's very hard to make the case that dollar stores can be owned here. it's true companies have big long-term growth stories, and they have to expand store base around the country. that's not a reason to buy them as long as existing stores have so much trouble. at this point, dollar stores may be too cheap to go much lower, dollar tree sells 14 times earnings, and when their historical multipliers are higher, however, there is no catalyst that can get that multiple to expand. no catalyst to drive this stock higher, and that makes buying them frankly a big no-no. you said to me, jim, give me something in the space. you want something in the space? i say go with cramer fave five below. five for you home gamers. i've been a big fan of this company since it became public in july, and -- philadelphia based and if you got i
Search Results 0 to 7 of about 8 (some duplicates have been removed)